Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
February 24, 2025
Featuring:
• Holger Schmieding, Chief Economist at Berenberg Bank, examines the economic impact of Friedrich Merz’s election victory in Germany and discusses the broader political shift to the right across European politics
• Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley, offers his earnings season takeaways to this point and takes a pulse-check of the American economy ahead of key inflation and labor reports over the next two weeks
• Bob Doll, CEO and CIO at Crossmark Global Investments, details his concerns with using valuation as a short-term indicator of equity-market health
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